336 North Gay Street (Auburn - Downtown Branch) 



Education Background: Auburn Montgomery, BSBA- Finance and Accounting

Registrations (held through LPL Financial): Series 7 and 66

Insurance Licenses (held through through LPL Financial): Life and Health

Background in Financial Industry:I have worked in the financial services industry since 2008. I was excited to join the MAX Wealth Management team in 2015.

Community Involvement:

I currently serve on the Junior Executive Board for the American Cancer Society. I am looking forward to continuing to connect in the Lee County community.

What makes MAX Wealth Management a smart solution for clients and potential clients?

Now more than ever, Americans are realizing that their cash will not stretch as far as it used to.  MAX Wealth Management has solutions to address that problem.  Whether clients are preparing for retirement or planning how to pay for college for a loved one, MAX Wealth Management team members will listen to clients’ needs and tailor a personalized plan that will make sure that their money is working as hard for them as they worked for it.  

What is your style when helping a client?

I am a firm believer that there is a difference in “serving” vs “selling”.  I believe that if you are truly “serving” a client then there aren’t sales pitches.  There are only solutions.  I believe that by taking the time to get to know my clients personally, I am better equipped to gather a true understanding of their financial goals.  Once I have an understanding of what is truly important to my clients, I can work to provide solutions that will enable them to get to where they want to go.

Why should a potential client choose to work with MAX Wealth Management?

MAX Wealth Management helps make the complex simple.  We have more information being thrown at us from all directions than any point in human history, whether we want it or not.  While more information is truly a great thing, it can be equally confusing.  MAX Wealth Management provides a single point of contact to simplify the process.  Instead of running all over town, MAX Wealth Management can cut through the “noise” and help you consolidate your IRA, 401(k), stocks, bonds, variable/fixed annuities, mutual funds, and life insurance planning.  Add this to the services MAX already provides, and it makes life much simpler.

For more information about MAX Wealth Management brokers, visit http://brokercheck.finra.org/

Tax preparation is not provided or affiliated with LPL Financial. Before making any decisions in regards to tax deferral strategies, consult with a qualified tax professional for guidance.

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured MAX Credit Union deposits and are not NCUA insured. These products are not obligations of MAX Credit Union and are not endorsed, recommended or guaranteed by MAX Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

MAX Credit Union and MAX Wealth Managment are not registered broker/dealers and are not affiliated with LPL Financial.  

This site is designed for U.S. residents only. The services offered within this side are available exclusively through our U.S. Investment Representatives. LPL Financials U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.


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